Strategic Financial Advisory & Tax Excellence

Partner with our award-winning team for comprehensive accounting solutions that drive business growth and ensure regulatory compliance.

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Our Specialized Services

Comprehensive financial solutions tailored to your business needs and industry requirements.

Tax Audit
Tax Services

Tax Audit & Compliance

Comprehensive tax audit services to ensure compliance and identify savings opportunities, including federal, state, and international tax matters.

  • IRS representation
  • Tax controversy resolution
  • Compliance reviews
Financial Reporting
Accounting

Financial Reporting

Accurate financial statements prepared to meet GAAP, IFRS, and regulatory requirements with detailed analysis for stakeholders.

  • Monthly/quarterly reporting
  • SEC filings
  • Management dashboards
Forensic Accounting
Investigative

Forensic Accounting

Specialized investigations to uncover financial discrepancies, fraud detection, and litigation support for legal proceedings.

  • Fraud examinations
  • Asset tracing
  • Expert witness testimony

About Gexco Finance

Founded in 2008, Gexco Finance has grown to become a trusted partner for businesses seeking financial clarity and strategic tax solutions. Our team of certified professionals brings decades of combined Big 4 and industry experience to every engagement.

We serve as strategic financial partners, combining technical expertise with business acumen to deliver actionable insights that drive growth and mitigate risk.

Meet Our Team Our Credentials
Office meeting

15+

Years Experience

500+

Clients Served

$2B+

Assets Managed

100%

Client Satisfaction

Industry Recognition

Our commitment to excellence has been recognized by leading industry organizations.

Accounting Today

Top 100 Firms

Accounting Today 2023

Best Workplaces

Best Workplaces

Inc. Magazine 2022

Tax Excellence

Tax Excellence Award

AICPA 2021

Fast Growing

Fastest Growing

Financial Times 2020

Professional Certifications

Our team maintains the highest professional standards with these credentials.

Certified Public Accountant

AICPA licensed professionals

Chartered Financial Analyst

CFA Institute members

Certified Fraud Examiner

ACFE certified specialists

International Tax Expert

Global tax compliance

Our Proven Process

1

Discovery & Assessment

We conduct a comprehensive financial health check through detailed interviews, document reviews, and system evaluations to identify key opportunities and challenges.

2

Strategic Planning

Our experts develop customized financial strategies aligned with your business objectives, risk tolerance, and regulatory requirements, presented with clear implementation roadmaps.

3

Implementation

We execute the financial plan with precision, providing detailed documentation, staff training, and system integrations to ensure seamless adoption.

4

Continuous Optimization

Through quarterly business reviews, performance monitoring, and regulatory updates, we ensure your financial strategy evolves with your changing business needs.

Client Success Stories

Real-world examples of how we've helped clients overcome financial challenges.

Manufacturing Company Tax Savings

Challenge: Client faced $1.2M in potential IRS penalties due to R&D credit miscalculations.

Solution: Conducted thorough review and amended filings with proper documentation.

Result: $950K in penalties abated and $300K in additional credits identified.

Tech Startup Financial Systems

Challenge: Rapidly growing SaaS company lacked proper financial controls.

Solution: Implemented scalable accounting systems and revenue recognition policies.

Result: Clean Series B audit completed in half the expected time.

Nonprofit Fraud Detection

Challenge: Suspected embezzlement at $10M nonprofit organization.

Solution: Forensic audit identified $250K in misappropriated funds.

Result: Funds recovered and new controls implemented.

Executive Leadership

Our senior team brings decades of combined experience from Big 4 firms and industry leadership roles.

Sarah Johnson

Sarah Johnson, CPA

Managing Partner

Former EY audit partner with 20+ years in corporate accounting and SEC reporting.

Michael Chen

Michael Chen, CFA

Tax Director

Former PwC tax specialist with expertise in international tax structuring.

Lisa Rodriguez

Lisa Rodriguez, CFE

Forensic Accounting Lead

Specializes in fraud detection and litigation support with 15 years investigative experience.

Compliance

Regulatory Compliance Expertise

Navigating the complex landscape of financial regulations requires specialized knowledge. Our team stays current with all relevant accounting standards and tax laws to ensure your business remains compliant.

  • GAAP, IFRS, and tax basis reporting
  • SOX compliance and internal controls
  • SEC reporting for public companies
  • Industry-specific regulations (healthcare, banking, etc.)
Compliance Assessment

Client Testimonials

Hear what our clients say about working with Gexco Finance.

James Wilson

"Gexco Finance helped us navigate a complex IRS audit with professionalism and expertise. Their team saved us over $250,000 in potential penalties through their thorough documentation and representation."

James Wilson

CEO, Wilson Manufacturing

Emily Park

"The financial clarity Gexco Finance provided was transformative for our startup. We've doubled revenue since implementing their recommendations around pricing strategy and cost management."

Emily Park

Founder, TechSolutions

David Miller

"Our forensic accounting needs were handled with the utmost discretion and precision. Gexco Finance uncovered issues we didn't know existed and helped us implement controls to prevent future problems."

David Miller

CFO, Global Retail Inc.

Client Portal Access

Our secure client portal provides 24/7 access to your financial documents, reports, and communications with our team.

  • Secure document exchange
  • Real-time financial dashboards
  • Collaboration tools
  • Mobile access
Login to Portal Request Access
Client Portal

Resources & Insights

Stay informed with our latest financial insights and regulatory updates.

2023 Tax Planning Guide

Comprehensive overview of recent tax law changes and planning strategies for businesses.

Download PDF

Webinar: R&D Tax Credits

Learn how to properly document and claim research and development tax credits.

Watch Recording

Financial Health Checklist

Assess your company's financial position with our interactive checklist tool.

Access Tool

Industries We Serve

Specialized expertise tailored to your industry's unique requirements.

Technology

Technology

Specialized accounting for SaaS metrics, R&D credits, stock compensation, and startup financing.

  • Revenue recognition (ASC 606)
  • Valuation support
  • VC due diligence
Manufacturing

Manufacturing

Cost accounting, inventory management, and supply chain financial analysis.

  • Activity-based costing
  • Capital investment analysis
  • Tariff impact assessment
Healthcare

Healthcare

Regulatory compliance, revenue cycle management, and practice valuation.

  • HIPAA compliance
  • Medicare/Medicaid billing
  • Physician compensation

Ready to Transform Your Financial Operations?

Schedule a consultation with our team of certified professionals to discuss your specific needs and challenges.

Contact Us Today

Get In Touch

Contact Information

1073 Financial District, Suite 107
New York, NY 30001

Phone: (555) 123-4567

Email: audit@gexco.online

Office Hours:
Monday-Friday: 9am-6pm EST